See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,279 | $109,982+77.6% | $97,226+100.8% | $145,922+33.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.11% | 242.90%-230.8pp | 75.13%-63.0pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,654 | $3,084+18.5% | $2,729+33.9% | $4,660-21.6% |
| Participant deferral / active EE | $25,000 | $4,676+434.7% | $4,264+486.3% | $6,688+273.8% |
| Admin fee / account holder | $2,498 | $6,221-59.9% | $5,654-55.8% | $13,397-81.4% |